Maven Smaller Companies
FHT3495AU
Maven Smaller Companies FHT3495AU Strategy
The Fund will focus on Australian and New Zealand listed securities but can hold up to 10% in unlisted securities (measured at time of purchase). The investment universe (outside the S&P/ASX 50) is likely to offer the most opportunities. However, the Fund may continue to hold a security as it enters the S&P/ASX 50 if it exhibits other attributes as outlined in the investment process. The cash component can be from 0-90% but is expected to typically be 5-30% of the portfolio.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
funds
Chart of the week: What's in a name? Balanced funds appear anything but balanced
This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.
funds
Morningstar Medalist Ratings: Improving Ratings Efficacy
We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.
funds
Listed Investment Companies monthly performance: August 2024
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,529.50 | 38.00 | 0.45% |
| CAC 40 | 7,553.40 | 24.49 | -0.32% |
| DAX 40 | 19,434.65 | 60.82 | 0.31% |
| Dow JONES (US) | 42,863.86 | 409.74 | 0.97% |
| FTSE 100 | 8,248.51 | 5.14 | -0.06% |
| HKSE | 21,068.94 | 183.04 | -0.86% |
| NASDAQ | 18,342.94 | 60.89 | 0.33% |
| Nikkei 225 | 39,605.80 | 224.91 | 0.57% |
| NZX 50 Index | 12,766.75 | 78.89 | -0.61% |
| S&P 500 | 5,815.03 | 34.98 | 0.61% |
| S&P/ASX 200 | 8,252.80 | 38.30 | 0.47% |
| SSE Composite Index | 3,284.32 | 66.58 | 2.07% |